Branch Lead Teller & Client Success Coach

KeyBank; Town of Chatham (NY); On-site; USD 26,000 - 34,000; Full time

Benefits offered by this job

Notary License (preferred)

Job summary

KeyBank in New York is seeking a Lead Teller to serve as a trusted resource for clients and staff, resolving complex service issues and deepening client relationships. You will coach tellers, manage scheduling, and ensure branch compliance to deliver distinctive quality service.

You will observe and coach tellers, participate in daily huddles, promote products, and guide clients toward financial wellness conversations with bankers.

Qualifications

• High School Diploma, GED, or equivalent business experience is required.
• Minimum 3 years of demonstrated superior client relationship skills.
• Minimum 3 years of experience in cash handling.
• Ability to lead, motivate, and foster teamwork.
• Strong organizational skills and multitasking.

Responsibilities

• Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
• Assumes responsibility for the efficient, effective, and accurate performance of teller functions while coaching other tellers to do so as well in an in-person branch setting.
• Acts as a resource to identify and resolve more complex client servicing issues.
• Listens for clues for financial wellness opportunities during client conversations, and then appropriately transitions the clients to a Banker.
• Assists clients in achieving their financial goals and objectives through the use of financial wellness tools.
• Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.
• Manages day-to-day duties for the branch teller line, including scheduling of tellers, observing, and providing coaching to tellers to enhance effectiveness, and overseeing branch operational standards; provides direction and guidance for branch staff on operational/regulatory procedures.

Skills

Client relationship management

Cash handling

Leadership

Time management

Sales & service

Customer education

Education

High School Diploma, GED, or equivalent

Tools

Windows PC

Calculator

Job description

KeyBank in New York is seeking a Lead Teller to serve as a trusted resource for clients and staff, resolving complex service issues and deepening client relationships. You will coach tellers, manage scheduling, and ensure branch compliance to deliver distinctive quality service.

You will observe and coach tellers, participate in daily huddles, promote products, and guide clients toward financial wellness conversations with bankers.